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| Provider | Service type | Compensation |
|---|---|---|
FRANK M. VACCARO & ASSOCIATES2+ years Filed as: FRANK M. VACCARO & ASSOCIATES, INC. Service code 12 · EIN 23-2148101 27 ROLAND AVENUE · MOUNT LAUREL, NJ 08054 | Contract Administrator; Consulting (g... | $51,574 |
Filed as: PRUDENTIAL RETIRE INS & ANNUITY CO. Service code 51 · EIN 06-1050034 280 TRUMBULL STREET · HARTFORD, CT 06103 | Investment Mgmt Fees | $28,810 |
KOFF, MANGAN, VULLO & GARTLEY2+ years Filed as: KOFF, MANGAN, VULLO, & GARTLEY Service code 29 · EIN 23-2592817 179 SOUTH WYOMING AVENUE · KINGSTON, PA 18704 | Legal | $27,173 |
MATLOWSKI CORPORATION, P.C.2+ years Service code 10 · EIN 23-2937205 13 LEE PARK AVENUE · HANOVER TOWNSHIP, PA 18706 | Accounting | $9,792 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,272 | $89,739-75.2% | $149,716-85.1% | $62,293-64.2% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 5.81% | 21.01%-15.2pp | 1501.67%-1495.9pp | 28.90%-23.1pp |
| Employer contribution / active EE | $3,237 | $3,233+0.1% | $5,444-40.5% | $2,042+58.5% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,568-100.0% | $3,169-100.0% |
| Admin fee / account holder | $400 | $551-27.5% | $11,282-96.5% | $479-16.6% |